JPMorgan Limited Duration Bond ETF
JPLD
61 hedge funds and large institutions have $584M invested in JPMorgan Limited Duration Bond ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 5 closing their positions.
368% more capital inflows, than outflows
Capital inflows: $77.6M | Capital outflows: $16.6M
320% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 5
67% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 12
36% more funds holding
Funds holding: 45 → 61 (+16)
5.16% less ownership
Funds ownership: 72.62% → 67.47% (-5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Miracle Mile Advisors
Los Angeles,
California
|
+$28.3M |
| 2 |
FWM
FMA Wealth Management
Duxbury,
Massachusetts
|
+$11.8M |
| 3 |
MBM Wealth Consultants
Chesterfield,
Missouri
|
+$9.13M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.6M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.28M |
| 2 |
Financial Connections Group
Corte Madera,
California
|
-$2.9M |
| 3 |
Epoch Investment Partners
New York
|
-$2.22M |
| 4 |
Swisher Financial Concepts
Westerville,
Ohio
|
-$1.82M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.63M |
JPLD Hedge Fund Activity: Q3 2024 in Review
61 of the 6,985 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q3 2024, worth a combined $584M — up 14% from $513M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new JPLD positions and 5 closed out — a net gain of 16 holders — while 20 added to existing stakes and 12 trimmed.
The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $28.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $6.28M sold.
- 61 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q3 2024, up from 45 in Q2 2024.
- Funds reported $584M of JPMorgan Limited Duration Bond ETF stock for Q3 2024, up 14% quarter-over-quarter.
- 21 funds opened new JPMorgan Limited Duration Bond ETF positions in Q3 2024 and 5 closed out, a net change of +16 holders.
- The largest JPMorgan Limited Duration Bond ETF buyer in Q3 2024 was Miracle Mile Advisors, an estimated $28.3M added.
- The largest JPMorgan Limited Duration Bond ETF seller in Q3 2024 was Susquehanna International Group, an estimated $6.28M sold.
Based on aggregated 13F filings for Q3 2024.